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Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...

New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...

Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets

Friends, this week we have 7 rules for life & money(!), a look at what Web3 really is and venture deals back in the hundreds of millions! An action-packed digital wealth industry newsletter - once again. READ UP!

By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

By Michael Nessim and Val Peters Rayevskiy Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....

Friends, mid-terms here in the US, an unexpected announcement from FTX and Binance, and huge Q2 losses from Coinbase are amongst this week's sector news.  There's also great thought leadership on gamification in education and AI in wealth management plus so much more….. READ UP!

As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...

Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.

Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.